DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
Tampa, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Jun 1, 2026 | n/a | yes | Tampa, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 30, 2024 | Apr 20, 2026 | no | ST. PETERSBURG, FL|CLEARWATER, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Captrust | Apr 20, 2026 | Jun 1, 2026 | 42 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:175112:FL:2026-04-17 | Apr 20, 2026 | Jun 1, 2026 | TAMPA, FL | Firm change |